Insights from Davy Asset Management

While we implement a bottom-up stock selection strategy we maintain a firm grasp of the bigger picture
editorial List

2014 Investment Outlook: Rational Inexuberance

Today, as we enter 2014, investors seem to be confident about the prospects for another strong year in equities. Many of the conditions necessary for a continuation of the positive market environment we have experienced since late 2011 remain in place, but is this confidence misplaced?

Market Update January 2014
BY Davy Asset Management
editorial List

Budget 2014 - Pension Update

Pension changes for 2014 as outlined in yesterday’s Budget speech suggest that the new pensions taxation regime is now settling down after a period of much uncertainty since the concept of a capped pension fund threshold was first introduced in December 2005.

Financial Planning Insights October 2013
BY Pat Ryan
editorial List

Action Replay: Summer Correction, Autumn Rally?

Global equity markets are down some 8% since the late-May peak, with Japan and Emerging Markets down 17% and 11% respectively.

Market Update July 2013
BY Davy Asset Management